diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst index ab5e1f67b..33ae37541 100644 --- a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst +++ b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package.rst @@ -9,32 +9,29 @@ items in bulk. Packages are commonly used for the following purposes: -#. :ref:`Relocating products from stock ` to packing or - outbound areas for delivery. -#. :ref:`Shipping to customers `, in which package types - are configured to align with shipping carriers' size and weight requirements, streamlining the - packing process, and ensuring compliance with carrier shipping specifications. +#. :ref:`Grouping products to move them in bulk `. +#. :ref:`Shipping to customers `: configure package types + to align with shipping carriers' size and weight requirements, streamlining the packing process, + and ensuring compliance with carrier shipping specifications. #. Storing items in bulk. *Package use* is a field on the package form in Odoo that is only visible by enabling the *Batch -Transfers* feature in the settings of the *Inventory* application. +Transfers* and *Packages* features (:menuselection:`Inventory app --> Configuration --> Settings`). -The default package type is *Disposable*, so this feature is **only** required when packages are -intended to be used for batch transfers and/or other internal warehouse moves. +By default, the *Package Use* field on a packages form is set to *Disposable Box*. Change this field +to *Reusable Box* **only** when configuring packages for :ref:`cluster pickings +`. -*Package type* is an optional feature used to create packages with defined dimensions and weight -limits. This feature is mainly used to set templates, and ensure packages comply with the shipping -requirements of third-party carriers. +*Package type* is an optional feature used for :doc:`calculating shipping cost +<../../shipping_receiving/setup_configuration/delivery_method>`, based on real shipping weight. +Create package types to include the weight of the package itself (e.g. boxes, pallets, other +shipping containers) in shipping cost calculations. .. note:: While packages are commonly used in the :doc:`three-step delivery route <../../shipping_receiving/daily_operations/delivery_three_steps>`, they can be used in any workflow involving storable products. -.. seealso:: - :doc:`Ship one order in multiple packages - <../../shipping_receiving/advanced_operations_shipping/multipack>` - .. _inventory/warehouses_storage/enable-package: Configuration @@ -48,38 +45,131 @@ the :guilabel:`Operations` heading, activate the :guilabel:`Packages` feature. T :align: center :alt: Activate the *Packages* setting in Inventory > Configuration > Settings. -.. _inventory/warehouses_storage/package-use: +.. _inventory/warehouses_storage/pack: -Package use -=========== +Pack items +========== -.. note:: - The following section is **only** necessary when packages are intended to be used for cluster - pickings. +Products can be added to packages in any transfer by: + +#. Clicking each :ref:`Detailed Operations ` icon + on the product line. +#. Using the :ref:`Put in Pack ` button to place + everything in the transfer into a package. + +.. _inventory/warehouses_storage/detailed-operations: + +Detailed operations +------------------- + +On any warehouse transfer (e.g. receipt, delivery order), add a product to a package by clicking the +:guilabel:`⦙≣ (bulleted list)` icon in the :guilabel:`Operations` tab. + +.. image:: package/detailed-operations.png + :align: center + :alt: Show "Detailed Operations" icon in the product line. + +Doing so opens the :guilabel:`Detailed Operations` pop-up window for the :guilabel:`Product`. + +To put the :guilabel:`Product` in a package, click :guilabel:`Add a line`, and assign the product to +a :guilabel:`Destination Package`. Select an existing package, or create a new one by typing the +name of the new package, then select :guilabel:`Create...`. + +.. figure:: package/destination-package.png + :align: center + :alt: Assign a package to "Destination Package" field. + + Twelve units of `Acoustic Bloc Screen` are placed in `PACK0000001`. + +Then, specify the quantity of items to go into the package in the :guilabel:`Done` column. Repeat +the above steps to place the :guilabel:`Product` in different packages. Once finished, click +:guilabel:`Confirm` to close the window. .. seealso:: - :doc:`Cluster picking <../../warehouses_storage/advanced_operations_warehouse/cluster_picking>` + :doc:`Ship one order in multiple packages + <../../shipping_receiving/advanced_operations_shipping/multipack>` -First, navigate to :menuselection:`Inventory app --> Configuration --> Settings`, and activate the -:guilabel:`Batch Transfers` feature, located in the :guilabel:`Operations` section. Doing so makes -the *Package Use* field appear on a package form. +.. _inventory/warehouses_storage/put-in-pack: + +Put in pack +----------- + +Alternatively, click the :guilabel:`Put in Pack` button on **any** warehouse transfer to create a +new package, and place all the items in the transfer in that newly-created package. + +.. important:: + The :guilabel:`Put in Pack` button appears on receipts, delivery orders, and other transfer forms + with the *Packages* feature enabled in :menuselection:`Inventory app --> Configuration --> + Settings`. + +.. figure:: package/put-in-pack.png + :align: center + :alt: Image of the "Put in Pack" button being clicked. + + In batch transfer `BATCH/00003`, the :guilabel:`Put in Pack` button was clicked to create a new + package, `PACK0000002`, and assign all items to it in the :guilabel:`Destination Package` field. + +.. _inventory/warehouses_storage/package-type: + +Package type +============ + +Create package types by navigating to :menuselection:`Inventory app --> Configuration --> Package +Types`, in order to set custom dimensions and weight limits. This feature is mainly used to +calculate package weights for shipping costs. + +.. seealso:: + - :doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>` + - :doc:`../../shipping_receiving/setup_configuration/delivery_method` + +On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The +fields of the form are as follows: + +- :guilabel:`Package Type` (required): define the package type's name. +- :guilabel:`Size`: define the dimensions of the package in millimeters (mm). The fields, from left + to right, define the :guilabel:`Length`, :guilabel:`Width`, and :guilabel:`Height`. +- :guilabel:`Weight`: weight of an empty package (e.g. an empty box, pallet). + +.. note:: + Odoo calculates the package's weight by adding the weight of the empty package plus the weight of + the item(s), which can be found in the :guilabel:`Weight` field, in the :guilabel:`Inventory` + tab, of each product form. + +- :guilabel:`Max Weight`: maximum shipping weight allowed in the package. +- :guilabel:`Barcode`: define a barcode to identify the package type from a scan. +- :guilabel:`Company`: specify a company to make the package type available **only** at the selected + company. Leave the field blank if it is available at all companies. +- :guilabel:`Carrier`: specify the intended shipping carrier for this package type. +- :guilabel:`Carrier Code`: define a code that is linked to the package type. + +.. image:: package/package-type.png + :align: center + :alt: Package type for FedEx's 25 kilogram box. + +.. _inventory/warehouses_storage/cluster-pack: + +Cluster packages +================ + +To use *cluster packages*, first navigate to :menuselection:`Inventory app --> Configuration --> +Settings`, and activate the :guilabel:`Batch Transfers` feature, located in the +:guilabel:`Operations` section. Doing so makes the *Package Use* field become visible on a package +form. .. image:: package/enable-batch.png :align: center :alt: Activate the *Batch Transfers* feature in Inventory > Configuration > Settings. -Then, go to the package form to configure the package intended for batch picking. To do that, -navigate to :menuselection:`Inventory app --> Products --> Packages`. - -On this page, add new packages by clicking :guilabel:`New`, or select an existing package. Doing so -opens the package form, which contains the following fields: +Add new packages by going to :menuselection:`Inventory app --> Products --> Packages`. Then, click +:guilabel:`New`, or select an existing package. Doing so opens the package form, which contains the +following fields: - :guilabel:`Package Reference` (required): name of the package. - :guilabel:`Package Type`: used for :ref:`configuring shipping boxes to ship to the customer `. .. note:: - :guilabel:`Package Type` is unnecessary for configuring batch transfer packages. + :guilabel:`Package Type` is unnecessary for configuring packages for cluster pickings. - :guilabel:`Shipping Weight`: used to input the weight of the package after measuring it on a scale. @@ -94,108 +184,6 @@ opens the package form, which contains the following fields: :align: center :alt: Display package form to create a cluster pack. -Add to batch ------------- - -.. important:: - The following example uses packages in a :doc:`three-step delivery - <../../shipping_receiving/daily_operations/delivery_three_steps>` workflow. - - This workflow requires the :guilabel:`Packages`, :guilabel:`Storage Locations`, and - :guilabel:`Multi-Step Routes` features to be enabled in :menuselection:`Inventory app --> - Configuration --> Settings`. - - On the warehouse configuration page (:menuselection:`Inventory app --> Configuration --> - Warehouses`), the :guilabel:`Outgoing Shipments` option **must** be set to :guilabel:`Pack goods, - send goods in output and then deliver (3 steps)`. - -After confirming a sales order, selecting the :guilabel:`Delivery` smart button displays the three -tasks to complete the delivery. - -.. image:: package/three-step.png - :align: center - :alt: Clicking "Delivery" smart button displays the pick, pack, ship steps. - -To create a batch transfer, navigate to :menuselection:`Inventory app --> Operations --> Internal` -and select the checkboxes next to the pick operations that are to be added to the batch. - -After the pick operations are selected, navigate to the :guilabel:`Actions ⚙️ (gear)` icon button, -and select :guilabel:`Add to batch` from the list of drop-down menu options. - -.. image:: package/create-batch.png - :align: center - :alt: Add pickings to batch. - -Doing so opens an :guilabel:`Add to batch` pop-up window. Click :guilabel:`Confirm` to finish -creating the batch. - .. seealso:: - :ref:`More info about the fields in the 'Add to batch' window - ` - -Pack items ----------- - -After creating the batch, open the batch transfer (:menuselection:`Inventory app --> Operations --> -Batch Transfers`), and select a reusable package (created in the :ref:`previous step -`) in the :guilabel:`Destination Package` field to place -items in the package. - -.. example:: - The reusable package, `CLUSTER-PACK-1`, is assigned to the :guilabel:`Destination Package` field - of all items in the batch transfer, `BATCH/00003`. - - .. image:: package/assign-package.png - :align: center - :alt: Assign pickings to a package through the "Destination Package" field. - -Alternatively, click the :guilabel:`Put in Pack` button to create a new package, and place all the -items in the batch in that newly-created package. - -.. note:: - Ensure the new package's :guilabel:`Package Use` field is set to :guilabel:`Reusable` by clicking - the package's :guilabel:`➡️ (right arrow)` icon to open the package form. - - .. image:: package/pack-internal-link.png - :align: center - :alt: Show internal link - -.. example:: - - Clicking :guilabel:`Put in Pack` creates a new package, `PACK0000002`, and assigns all items to - it in the :guilabel:`Destination Package` field. - - .. image:: package/put-in-pack.png - :align: center - :alt: Image of the "Put in Pack" button being clicked. - -.. _inventory/warehouses_storage/package-type: - -Package type -============ - -Create package types at :menuselection:`Inventory app --> Configuration --> Package Types` to set -custom dimensions and weight limits. This feature is mainly used to set templates, and ensure -packages comply with the shipping requirements of third-party carriers. - -.. seealso:: - :doc:`Shipping carriers <../../shipping_receiving/setup_configuration/third_party_shipper>` - -On the :guilabel:`Package Types` list, clicking :guilabel:`New` opens a blank package type form. The -fields of the form are as follows: - -- :guilabel:`Package Type` (required): define the package type's name. -- :guilabel:`Size`: define the dimensions of the package in millimeters (mm). The fields, from left - to right, define the :guilabel:`Length`, :guilabel:`Width`, and :guilabel:`Height`. -- :guilabel:`Weight`: record the theoretical weight of the package type. This value is a placeholder - for when the weight of the contained products is not available. -- :guilabel:`Max Weight`: maximum shipping weight allowed in the package. -- :guilabel:`Barcode`: define a barcode to identify the package type from a scan. -- :guilabel:`Company`: specify a company to make the package type available **only** at the selected - company. Leave the field blank if it is available at all companies. -- :guilabel:`Carrier`: specify the intended shipping carrier for this package type. -- :guilabel:`Carrier Code`: define a code that is linked to the package type. - -.. image:: package/package-type.png - :align: center - :alt: Package type for FedEx's 25 kilogram box. + :doc:`Using cluster packages + <../../warehouses_storage/advanced_operations_warehouse/cluster_picking>` diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/destination-package.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/destination-package.png new file mode 100644 index 000000000..1c34f1811 Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/destination-package.png differ diff --git a/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/detailed-operations.png b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/detailed-operations.png new file mode 100644 index 000000000..8d292830d Binary files /dev/null and b/content/applications/inventory_and_mrp/inventory/product_management/product_tracking/package/detailed-operations.png differ diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst index a914c34e6..3fa31cc35 100644 --- a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst +++ b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking.rst @@ -80,10 +80,7 @@ On the new package form, the :guilabel:`Package Reference` is pre-filled with th `PACK` number in the system. :guilabel:`Pack Date` is automatically set to the creation date of the form. -For the :guilabel:`Package Use` field, the :guilabel:`Disposable Box` option should be selected if -the package is used for a shipping. Alternatively, the :guilabel:`Reusable Box` option should be -selected if the package is simply used as a method of grouping products from the same |SO| together -before they are moved to the intended shipping box at the output location. +Set the :guilabel:`Package Use` field to :guilabel:`Reusable Box`. .. seealso:: :ref:`Packages ` diff --git a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking/cluster-package.png b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking/cluster-package.png index 4eac6209b..42be71af3 100644 Binary files a/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking/cluster-package.png and b/content/applications/inventory_and_mrp/inventory/warehouses_storage/advanced_operations_warehouse/cluster_picking/cluster-package.png differ